Listen to Podcast of the Show In 1986, after a 12-year credit and management career with Suburban Trust Bank of Maryland, Crocker National Bank, and First Interstate Bank, Kerry Witkin founded The Private Banker, a firm that specializes in budgeting, bill-paying, financial organizing, and daily money management for individuals and small businesses. After years of observing ...

Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment ...

Listen to Podcast of the Show Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA practices require long days of billable hours. The more clients and billable hours an accountant has the better. The strenuous demands of the profession leave accountants worn out, burnt out, and the long ...

Listen to Podcast of the Show As traditional financial experts scratch their heads at Bitcoin’s recent roller-coaster gains and losses and regular investors try to understand just what cryptocurrency is, Richard and Joe welcomed two experts in cryptocurrency, Paul Vigna, and Amanda Johnson. They explained cryptocurrency, the blockchain and what’s ahead for cryptocurrency in 2018, as ...